§ EQUITY
USDOZ
BELPOINTE PREP LLC- CLASS A
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
9 increased/new, 13 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 247K | 0.2% | −1% |
| Precision Wealth Strategies, LLC | 241K | 4.2% | −3% |
| Belpointe Asset Management LLC | 226K | 0.4% | +3% |
| OSAIC HOLDINGS, INC. | 94K | 0.0% | +67% |
| United Asset Strategies, Inc. | 89K | 0.4% | ±0% |
| Lido Advisors, LLC | 64K | 0.0% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for OZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.0% · 39 holders
INCOME / DEFENSIVE1.1% · 1 holder
DEALER / BANK0.8% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OZ in the last 180 days.